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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $14.3B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 252 Added 369 Reduced 39 Exited
Page 12 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DDOG DATADOG INC Technology 16,780.0 $2.0M 0.01% -9K -35.8% $117.51 +89.8%
222 CTAS CINTAS CORP Industrials 11,496.0 $1.9M 0.01% -764.0 -6.2% $168.95 +1.1%
223 BXP BXP INC Real Estate 34,961.0 $1.8M 0.01% -869.0 -2.4% $51.91 +24.6%
224 SPG SIMON PPTY GROUP INC NEW Real Estate 9,665.0 $1.8M 0.01% -50K -83.7% $186.47 +13.3%
225 PHM PULTE GROUP INC Consumer Cyclical 15,462.0 $1.8M 0.01% -2K -10.1% $116.32 +9.1%
226 HUBB HUBBELL INC Industrials 3,606.0 $1.7M 0.01% -458.0 -11.3% $484.84 +8.0%
227 BAX BAXTER INTL INC Healthcare 103,864.0 $1.7M 0.01% -6K -5.5% $16.79 +18.5%
228 O REALTY INCOME CORP Real Estate 27,327.0 $1.7M 0.01% -1K -4.4% $61.19 -1.6%
229 ROP ROPER TECHNOLOGIES INC Industrials 4,481.0 $1.6M 0.01% -9K -67.7% $353.45 -6.6%
230 WPM WHEATON PRECIOUS METALS CORP Basic Materials 12,245.0 $1.6M 0.01% -8K -40.6% $127.99 -1.7%
231 TRMB TRIMBLE INC Technology 24,381.0 $1.6M 0.01% -17K -41.7% $64.13 -23.3%
232 MSTR MICROSTRATEGY INC Technology 12,623.0 $1.5M 0.01% -26K -67.2% $120.84 -6.9%
233 DVN DEVON ENERGY CORP NEW Energy 29,865.0 $1.5M 0.01% -176K -85.5% $50.83 -17.1%
234 XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 8,019.0 $1.5M 0.01% -11K -57.6% $186.26 -17.7%
235 UAL UNITED AIRLS HLDGS INC Industrials 16,278.0 $1.5M 0.01% -12K -41.9% $90.29 +31.0%
236 EPP ISHARES MSCI PACIFIC EX JAPAN ETF 27,298.0 $1.4M 0.01% -6K -18.2% $52.85 +2.1%
237 BDX BECTON DICKINSON & CO Healthcare 9,103.0 $1.4M 0.01% -19K -68.0% $157.13 -8.4%
238 EWU ISHARES MSCI UNITED KINGDOM ETF 30,975.0 $1.4M 0.01% -19K -37.7% $45.27 +0.4%
239 EQT EQT CORP Energy 21,883.0 $1.4M 0.01% -1K -6.2% $63.80 -20.5%
240 PSA PUBLIC STORAGE OPER CO Real Estate 5,023.0 $1.4M 0.01% -34K -87.3% $270.88 +17.4%
Page 12 of 19  ·  369 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.4%
Technology 31.3%
Communication Services 10.5%
Consumer Cyclical 7.0%
Healthcare 6.7%
Consumer Defensive 2.7%
Industrials 2.6%
Energy 1.9%
Basic Materials 1.3%
Utilities 1.0%